Financial adviser Work, Jobs in Langney, Esx (with Salaries)

Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Paralegal - Conveyancing
Mayo Wynne Baxter —Eastbourne
- Full-time
- Hybrid work
- Organisational skills
- Agile
- Communication skills
Employment Adviser
Reed In Partnership —Hastings
- £29,000 - £31,500 a year
- Full-time
- Sales
- Travel
- Mentoring
- Annual leave
- Flexible schedule
10d
Solution Architect (Cloud and AI)
Hastings Direct —Bexhill
- Full-time
- Hybrid work
- Azure
- AI
- Communication skills
- Annual leave
Management Accountant
TCMM Shutter Group Ltd —Brighton
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- SQL
- Free parking
- Health & wellbeing programme
Quick apply
9d
Senior Reward Specialist - 12 month Fixed Term Contract
1st Central —Haywards Heath
- £75,000 - £90,000 a year
- Hybrid work
- Data analysis skills
- Analysis skills
- Project management
Executive Assistant
Ambitious about Autism —Brighton
- £43,905 - £48,470 a year
- Full-time
- Hybrid work
3d
Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Solution Architect - Rating & Data
Hastings Direct —Bexhill
- Full-time
- Hybrid work
- Azure
- DevOps
- APIs
- Annual leave
Business Assurance Manager
Legal & General Investment Management —Hove
- Financial services
- Communication skills
- Employee discount
8d
Business Development Manager
Eight Financial Advice —Royal Tunbridge Wells
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
9d
IFA Administrator – Financial Services
RGH‑Global Limited —Brighton
- £27,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
Paraplanner
RGH‑Global Limited —Battle
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
6d
Business Assurance Manager
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
8d
PRT - Transitions Director
Legal & General Investment Management —Hove
- Hybrid work
- Project management
- Presentation skills
- Communication skills
- Employee discount
3d
Paralegal - Private Client
Mayo Wynne Baxter —Lewes
- Full-time
- Hybrid work
- Communication skills
Lead International Marketing Co Ordinator
Paladone Products —Shoreham by Sea
- Hybrid work
- Sales
- Microsoft Office
- Analysis skills
- Employee discount
- Flexible schedule
Quick apply
Paraplanner
Burfields House Wealth Management —Tenterden
- Full-time
- Salesforce
- IT
- Communication skills
- Annual leave
MSK Therapist
Bupa —Brighton and Hove
- Part-time
- Time management
- Gym membership
- Life insurance
Quick apply
PRT - Transitions Director
LegalAndGeneral —Brighton and Hove
- Full-time
- Hybrid work
- Project management
- Presentation skills
- Communication skills
- Employee discount
Quick apply
3d

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Financial Adviser Administrator

Burfields House Wealth Management
Goudhurst

Apply Now

Job details

Full-time

Benefits

Cycle to work scheme
Annual leave
Company pension
Private medical insurance
Paid volunteer time

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Organisational skills
Financial services
Communication skills
Time management

Full job description

Job Advert

Do you have Financial Services experience? Are you looking for a new client facing role based in the beautiful Kent countryside?

Burfields House Wealth Management Ltd is seeking an organised and proactive Financial Adviser Administrator professional to help deliver exceptional financial planning services. If you have strong attention to detail, excellent communication skills, and thrive in a dynamic environment, we’d love to hear from you.

About Us

Burfields House Wealth Management Ltd is a holistic financial planning practice with offices in Goudhurst, Cranbrook and Tenterden Kent. We specialise in providing high-quality, bespoke advice to individuals, families, trustees, and businesses, helping them plan for a secure financial future.

Client focus lies at the heart of everything we do. We thrive on building positive, long-term relationships where we can make a real difference. Our clients value our honest, straightforward approach and tailored investment advice across a wide range of services.

Burfields House Wealth Management is a well established practice of St. James’s Place Wealth Management plc (SJP) a leading, and highly regarded, Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base.

The Role

Working closely with our team of Advisors, the job holder will be responsible for:

Maintaining client files and inputting data into CFRs.
Collating client information, preparing illustrations and calculations.
Ensuring business obtained is processed compliantly and in a timely manner.
Chasing pipeline business from start to finish.
Liaising with third parties, paraplanners, and other stakeholders.
Providing general support to the adviser, including managing phone calls, passing on messages, highlighting important items, and reminding of tasks and deadlines.
Attending client meetings, preparing materials, and following up on actions.
Producing ad hoc reports and responding to client queries.
Drafting letters, emails, and other client communications.
Ensuring client and internal documents are accurate, up-to-date, and stored securely.
Providing ad hoc support to the adviser, anticipating needs, and proactively helping where necessary.
Handling sensitive information with complete discretion.

The Person

We are looking for a confident, professional, and organised individual who:

Is numerate, IT proficient, and enjoys using their initiative.
Works with a “can do” attitude and can manage multiple priorities.
Has experience in financial services (beneficial but not essential).
Demonstrates excellent communication skills and can build rapport with clients, colleagues, and third parties.
Has strong attention to detail and problem-solving skills.
Is proficient in Microsoft Office, including Excel, Word, and Outlook.
Has strong organisational and time management skills, able to handle multiple projects simultaneously.
Is flexible, proactive, and adaptable in a fast-paced environment.
Maintains total discretion and professionalism at all times.

Benefits & Additional Information

Hours - Monday to Friday, 9am to 5pm.
Annual leave – 25 days per annum. After 3 years of service, an additional 1 year per year will be added (3-7 years).
Bank holidays (8 per year) are on top of this additional allowance.
Bonus scheme - part of annual employee bonus scheme.
Pension
Private medical insurance - offered after 1 years’ service.
Cycle scheme.
Birthdays – after 1 year of service, as a gift, we give our team their birthday off if it were to fall on a working day.
Paid volunteering day.

Important

Initially based between our Tenterden and Goudhurst offices during training. Once trained, the "home base" will move to Mallard House in Goudhurst, with a requirement to work 1 day per week in Cranbrook and 1 day per week in Tenterden (set days).

Due to the rural location of our offices and the requirement to commute to different offices, you must be a driver/ car owner.

Apply Now

Refine Your Search

financial adviser jobs in langney, esx

Financial Adviser Administrator

Paralegal - Conveyancing

Employment Adviser

Solution Architect (Cloud and AI)

Management Accountant

Senior Reward Specialist - 12 month Fixed Term Contract

Executive Assistant

Chartered Financial Planner

Solution Architect - Rating & Data

Business Assurance Manager

Business Development Manager

IFA Administrator – Financial Services

Paraplanner

Business Assurance Manager

PRT - Transitions Director

Paralegal - Private Client

Lead International Marketing Co Ordinator

Paraplanner

MSK Therapist

PRT - Transitions Director

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